Rajat Goel

Rajat joined the firm in early 2022, working remotely from India.  His 5 years of accounting experience includes working for Deloitte in India for 3.5 years, and Ernst & Young in financial due diligence for 1 year.  At Deloitte, he has done Statutory Audit work per PCAOB standards and clients in the real estate and energy & oil industries.  He has experience being part of the PCAOB inspection as an auditee and participated in preparation for the inspection clearance. He also handled audit of the renewable energy sector, healthcare, and telecommunications industries.  His internship was at Vijay Gupta & Jain, which is well recognized  in India for statutory audits since 1963.

Rajat has a Bachelor of Commerce from Kurukshetra University, and belongs to the Institute of Chartered Accountants of India.

Alexandra joined the firm in mid-2022, helping support our growing wealth management practice.  She works remotely in Kentucky and helps track leads, work with our CRM system and in the back office.  Her and her husband, Alex, recently had a baby girl in November 2022.

Alexandra graduated from the University of Cincinnati with a Bachelor’s Degree in Sports Administration.

On her off time, she loves traveling to Disney World, with the hopes of making it to the other Disney Parks around the world someday. She has also coached Track & Field for the last six years, so she enjoys watching her team compete.

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. 

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Nick has been with the firm since 2022, working in the Outsourced Accounting practice as a consultant.  He provides bookkeeping and bill pay support for his clients, which span all industries.  He has over five years of experience in accounts payable/accounts receivable, month-end closeing, amoritization and depreciation schedules.

Nick majored in Finance and Economics at Sierra Nevada University.

Ruiqi has over a decade of tax experience and has been with SD Mayer since 2019. She works with our San Leandro tax department focused on tax returns, S-corps, individuals, partnerships, non-profits, and trusts.  Ruiqi has worked with various other accounting firms like Squar Milner and Greenstein, Rogoff, Olsen & Co LLP.

Ruiqi earned both her Bachelor’s and Master’s degrees in Accounting from Brigham Young University.

Frisye has been working in accounting since 2008, after graduating from college.  She’s spent time at Burr Pilger Mayer (BPM), TNT, Inc. Certified Public Accountants, and Armanino, working in various roles from Tax Associate and moving up to Tax Manager.  She works with us part-time, remotely as she also spends time raising her child.

Frisye graduated from De Anza College with an AA in Liberal Arts, and then graduated from Indiana University’s Kelley School of Business, with a Bachelor’s degree in Accounting and Finance.

Cody has developed a passion for helping others achieve financial security and plan more efficiently for the future. Cody does this through advising them on which areas to invest—insurance, retirement, taxable investments, etc. His goal is to build relationships with clients and become a trusted advisor to them as well as their family and friends.

In Cody’s prior life, he was a professional golfer. He played in tournaments in many different countries, including Bermuda, Scotland, Spain and South Africa.

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. 

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Candice has worked with the firm since mid-2014, handing our internal accounts payable and accounts receivables, and reconciliations. She currently works offsite as a consultant to the firm. She joined the firm after working nearly 5 years working with Steve at his prior firm, BPM. She is currently working out of her Las Vegas home office.